ETX vs LOWV

Comparison between Eaton Vance Municipal Income 2028 Term Trust (ETX, ETF) and AB US LOW VOLATILITY EQUITY ETF (LOWV, ETF).

ETX vs LOWV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ETX(ETF)	LOWV(ETF)
Net Assets	$199M	$199M
Expense Ratio	N/A	0.39%
Max Drawdown	32.76%	13.97%
Sharpe Ratio	0.57	0.60
5Y Beta	0.09	0.73
P/E Ratio	N/A	26.38
Forward P/E	N/A	21.75
PEG Ratio	N/A	0.58
5Y Dividends CAGR	3.62%	N/A
5Y EPS CAGR	N/A	26.58%
P/S Ratio	N/A	2.85
P/B Ratio	N/A	5.89

Net Assets

Winner

ETX

$199M

LOWV

$199M

Expense Ratio

ETX

N/A

LOWV

0.39%

Max Drawdown

ETX

32.76%

Winner

LOWV

13.97%

Sharpe Ratio

ETX

0.57

Winner

LOWV

0.60

5Y Beta

Winner

ETX

0.09

LOWV

0.73

P/E Ratio

ETX

N/A

LOWV

26.38

Forward P/E

ETX

N/A

LOWV

21.75

PEG Ratio

ETX

N/A

LOWV

0.58

5Y Dividends CAGR

ETX

3.62%

LOWV

N/A

5Y EPS CAGR

ETX

N/A

LOWV

26.58%

P/S Ratio

ETX

N/A

LOWV

2.85

P/B Ratio

ETX

N/A

LOWV

5.89

ETX vs LOWV - Historical Returns

Returns include dividend reinvestment.

Period	ETX	LOWV
1 month	+0.89%	-0.16%
3 months	+0.35%	+3.11%
6 months	+1.13%	+1.69%
1 year	+9.58%	+10.17%
5 years(CAGR)	+1.15%	N/A
10 years(CAGR)	+3.59%	N/A
Max(CAGR)	+4.12%	+17.17%

Winner

ETX

+0.89%

LOWV

-0.16%

ETX

+0.35%

Winner

LOWV

+3.11%

ETX

+1.13%

Winner

LOWV

+1.69%

ETX

+9.58%

Winner

LOWV

+10.17%

5Y(CAGR)

ETX

+1.15%

LOWV

N/A

10Y(CAGR)

ETX

+3.59%

LOWV

N/A

Max(CAGR)

ETX

+4.12%

Winner

LOWV

+17.17%

ETX vs LOWV - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	ETX	LOWV
2026	+2.70%	+2.36%
2025	+11.55%	+12.43%
2024	+6.08%	+20.83%
2023	-0.69%	+20.42%
2022	-13.36%	N/A
2021	-4.59%	N/A
2020	+12.33%	N/A
2019	+17.34%	N/A
2018	-3.05%	N/A
2017	+9.16%	N/A
2016	+8.96%	N/A
2015	+10.25%	N/A
2014	+24.43%	N/A
2013	-24.56%	N/A

ETX vs LOWV Drawdown Comparison

The maximum drawdown for ETX was -32.09%, occurring on Aug 16, 2013. Recovery took 649 trading sessions.

The maximum drawdown for LOWV was -13.87%, occurring on Apr 8, 2025. Recovery took 73 trading sessions.

The current ETX drawdown is -1.31%. The current LOWV drawdown is -1.57%.

Rank	ETX	LOWV
#1	-32.09% May 3, 2013 - Nov 30, 2015	-13.87% Feb 19, 2025 - Jun 4, 2025
#2	-25.15% Dec 5, 2019 - Aug 3, 2020	-9.59% Jan 12, 2026 - Apr 30, 2026
#3	-24.19% Jun 29, 2021 - Oct 28, 2025	-6.28% Jul 25, 2023 - Nov 10, 2023
#4	-11.85% Aug 22, 2016 - Aug 29, 2017	-5.60% Jul 16, 2024 - Aug 19, 2024
#5	-9.62% Oct 2, 2018 - Jan 24, 2019	-4.29% Oct 28, 2025 - Jan 12, 2026
#6	-8.40% Sep 15, 2017 - Oct 2, 2018	-4.21% Dec 6, 2024 - Feb 6, 2025
#7	-7.93% Mar 22, 2021 - Jun 29, 2021	-4.17% Mar 28, 2024 - May 14, 2024
#8	-6.85% Dec 31, 2020 - Mar 22, 2021	-3.30% Aug 30, 2024 - Sep 13, 2024
#9	-6.85% Sep 9, 2020 - Nov 25, 2020	-2.83% Nov 8, 2024 - Dec 2, 2024
#10	-6.76% Sep 10, 2019 - Oct 8, 2019	-2.61% May 21, 2024 - Jun 11, 2024
#11	-5.69% Oct 8, 2019 - Dec 5, 2019	-2.35% Oct 8, 2025 - Oct 27, 2025
#12	-4.93% Oct 28, 2025 - May 19, 2026	-2.28% May 1, 2023 - May 17, 2023
#13	-4.14% Jul 7, 2016 - Aug 8, 2016	-2.20% Oct 14, 2024 - Nov 6, 2024
#14	-3.40% May 16, 2016 - Jun 3, 2016	-2.08% Jun 12, 2025 - Jun 26, 2025
#15	-3.09% Dec 2, 2020 - Dec 29, 2020	-1.95% Jul 25, 2025 - Aug 13, 2025

Correlation

Correlation between ETX and LOWV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2013 - 2026)

ETX vs LOWV dividend yield comparison.

Year	ETX	LOWV
2026	2.07%	0.19%
2025	5.02%	0.85%
2024	5.33%	0.92%
2023	4.15%	0.77%
2022	4.62%	0.00%
2021	3.96%	0.00%
2020	3.60%	0.00%
2019	3.88%	0.00%
2018	4.46%	0.00%
2017	4.11%	0.00%
2016	4.33%	0.00%
2015	4.59%	0.00%
2014	5.26%	0.00%
2013	3.39%	0.00%